3. Accountant Certification - Roles and Permissions Flashcards
Roles - administrator - the first to set up Bill.com
Approves bills - Authorizes and schedules pymts - Controls users and roles by activating and deactivating - One admin assigned at a time - Console users may also be an administrator
Roles - accountant
Enter bills - Sync company accounting software will Bill.com - Approve bills - Record pymts made with outside of Bill.com - Accountant role cannot manage users, make bill pymts, manage banking information
Q: Select two functions which can be performed by the Bill.com accountant role from the list below. A. Approve bills B. Setup and run Sync C. Manage users D. Schedule Payments
Answers are A. Approve bills and B. Setup and run sync
Q: In small firms, accountant may also be what role in a Bill.com client account? A. Clerk B. Payer C. Auditor D. Approver E. Administrator
Answer is D. Administrator
Roles - Clerk
Create bills and invoices - manage vendors and customers - create offline payments - view payments, bank accounts, and reports
Q: A medium sized business with an Accounts Payable department often uses the clerk role in Bill.com to: A. Oversee your company’s use of Bill.com B. Enter and update bills plus enter and update vendors C. Enter and update bills and to make payments D. To assign roles
Answer is B. Enter and update bills plus enter and update vendors
Roles - Approvers
Review bill and vendor credits - Authorize bills for payment - Deny payment or credits
Q: The Approver role in Bill.com completes the following tasks: A. Manage users and approve tasks for role setup B. Records, approves, and denies invoice payment C. Review, authorize, or deny bills and vendor credits D. Authorizes pymnt schedules and bill payment
A: C. Review, authorize, or deny bills and vendor credits
Roles - payer
Record offline payments - schedule payments - Must complete identity verification to use any bank account for bill payment - Pay bills up to the approved amount
Q: When adding the payer role to a user, the actions(s) that you are expecting them to be able to do is: A. Enter and approve bills B. Pay bills C. Approve and pay bills D. Payer is not a default role
A: B. Pay bills
Roles - auditor
Access to all account information - access to all audit trails - no approvals or changes
Q: When setting up roles for your business, if you find that the default roles do not meet your business needs, what options do you have? A. Select a default role that closest fits your needs B. Contact customer service to request a custom role be created for you C. Create a custom role
A: C. Create a custom role
Q: John is a Console Administrator on a Client account. Susan, an accountant, needs to be able to pay bills while John is on vacation. John creates a new role, Admin2 which has all the permissions of an Accountant plus added permission to pay bills. John creates a new role in Bill.com. What are John’s next steps? A. From Console - gear icon - manage custom roles - add user B. From the client account - settings - permission - users - select Susan C. From account overview page - settings - permissions - roles - add Susan D. None of the above
A: B From Console - gear icon - manage custom roles - add user
